Relationship Manager - Akron, OH
Company: Trinity Pension Consultants
Location: Akron
Posted on: January 7, 2021
|
|
Job Description:
Do you want to utilize your skills for building and fostering
relationships? Do you want to work for a growing company in an
expanding business market? Are you effective at communicating,
building relationships and presenting technical information? Then
we want to talk to you!
Who We Are:
Trinity Pension Consultants, Inc. is a leading regional,
independent and non-producing Third-Party Administration firm
located in Akron, Ohio and has regional offices in Columbus, OH,
Cincinnati, OH, Louisville, KY, and Indianapolis, IN. Trinity
collaborates with retirement plan sponsors and their associated
financial professional in delivering a highly effective
administration and compliance solution for their employer sponsored
retirement plan.
What Our Relationship Managers are responsible for:
Operations
Log all email, phone and meeting activities.
Follow up on items necessary to complete annual administration and
compliance testing.
Participate and assist with onboarding new clients.
Effective dashboard management.
Relationship Management
Collaborate with other departments, including partnering with sales
regarding internal sales opportunities.
Answer emails with calls.
Follow and enforce service standards.
Explain, in a clear manner, to Plan Sponsors and Financial Advisors
the various aspects of administration and compliance.
Proactively communicate with Financial Advisors, CPAs and Plan
Sponsors.
Conduct face-to-face meetings with Plan Sponsors and their
associated Financial Advisor.
Consulting
Anticipate client questions and problems and work toward solutions
that are technically clear and accurate.
Be able to read, understand and interpret client reports.
Communicate complex pension concepts in a simple manner.
Scrub book of business for internal sales opportunities and
collaborate with Sales.
Manage Client expectations relative to Trinity Service
Standards.
Stay abreast of industry trends, market and competitors.
Requirements
Who You Are:
Dedication to keeping the business is a must!
Ability to manage office functions efficiently, organize work,
establish priorities and maintain good interpersonal
relations.
Be able to learn, apply and explain new technical knowledge in a
simplified manner.
Possess outstanding communication and computer/software skills, and
demonstrate trustworthiness, adaptability and
responsiveness.
Challenger: You dig into Plan Sponsor responses with more questions
to get to the actual why. You're not afraid to re-frame the way
Plan Sponsors and Financial Advisors think with a consultative
approach.
Listener: You listen to every word a Financial Advisor and Plan
Sponsor tells you, knowing you can later use this information to
proactively provide consultative solutions that meet their goals
and objectives.
Strong Communicator: You take key findings from the Financial
Advisor and Plan Sponsor interactions and communicate it back to
the Trinity Pension Consultants team to improve strategy, systems,
and processes.
Possess a relentless pursuit to be successful.
Must Haves:
3 - 5 years of Relationship Management experience with qualified
retirement plans.
Bachelor's Degree.
Experience in building and maintaining client
relationships.
Excellent verbal and written communication and listening
skills.
Proficient computer / software skills, including MS Office (Word,
Excel, Outlook).
Discipline and drive to stay focused and motivated with limited
supervision.
Effective time management and organization capabilities with a
focus on delivering superb client experience.
ASPPA QKA required or willing to attain; maintain ASPPA
Membership.
Possess a dependable vehicle, valid driver's license, and an
acceptable driving record.
Benefits
Why Join Our Team?
The opportunity for building relationships; not one-time
interactions.
Work on challenging and interesting problems, and strive to do the
right thing, the right way and continually improve.
We are a true partner to our clients.
Our team is constantly learning, both individually and as an
organization, and truly value hearing our team member's unique
perspectives, insights, and opinions.
We are a growing business with development and upward mobility
opportunities.
We encourage a strong partnership between managers and team members
that ensures high performance and continuous professional and
personal growth.
We strongly believe in promoting from within, and always look first
to our internal talent for open opportunities.
In return, Trinity Pension Consultants offers:
Salary dependent on experience
Paid Time Off (PTO)
401(k) retirement plan
Medical, Dental, Vision, H.S.A. effective Day 1
Life Insurance, LTD, STD
We are an Equal Opportunity Employer and do not discriminate
against any employee or applicant for employment because of race,
color, sex, age, national origin, religion, sexual orientation,
gender identity and/or expression, status as a veteran, and basis
of disability or any other federal, state or local protected
class.
Associate's Degree
Keywords: Trinity Pension Consultants, Akron , Relationship Manager - Akron, OH, Executive , Akron, Ohio
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Executive JobsApprentice General Manager Description: Apprentice General Manager 20029567 br DescriptionCULTIVATING A BETTER WORLDFood served fast doesn't have to be a typical br fast food experience. Chipotle has always done things differently, both (more...) Company: Chipotle Mexican Grill Location: Cleveland Posted on: 01/19/2021 Shift Manager Description: br br SHIFT MANAGER br In a world full of quick service options, Arby's is seeking to be different and better. We want to be different for our customers and different for our employees. When you (more...) Company: Arby's Location: Streetsboro Posted on: 01/19/2021 Shift Manager Description: br br SHIFT MANAGER br In a world full of quick service options, Arby's is seeking to be different and better. We want to be different for our customers and different for our employees. When you (more...) Company: Arby's Location: Hermitage Posted on: 01/19/2021 Strategy& HIA- Payer Operations- Provider Data Management Director Description: Line of ServiceAdvisoryIndustry/SectorHI X-SectorSpecialismOperations StrategyManagement LevelDirectorJob Description SummaryA career within Operations Strategy services, will provide you with the opportunity (more...) Company: PwC Location: Cleveland Posted on: 01/19/2021 92Y Unit Supply Specialist - Warehouse Manager Description: As a Unit Supply Specialist for the Army National Guard, you will ensure that your Unit and fellow Soldiers are well supplied and equipped for any mission. In this role, your keen eye and management (more...) Company: Army National Guard Location: Wooster Posted on: 01/19/2021 Manager Engineering - Packaging Description: Foods people love. Brands people trust. And a career that nourishes your future like no other. br br If you're driven by the passion to do something meaningful that changes lives, Nestl-- is the place (more...) Company: Nestle USA Location: Solon Posted on: 01/19/2021 Director of Maintenance Excellence Description: At Materion, everyone is included, respected and offered opportunity to grow. Join us As Director of Maintenance Excellence, you are a strategic leader and subject matter expert leading Company: Materion Corporation Location: Cleveland Posted on: 01/19/2021 Assistant Manager Description: Fun. Flexibility. Growth.Are you looking for a fun and exciting environment, flexible work schedule, or an opportunity for growth Blending all of these together is the difference between a good job and (more...) Company: Applebee's Location: Brunswick Posted on: 01/19/2021 92Y Unit Supply Specialist - Warehouse Manager Description: As a Unit Supply Specialist for the Army National Guard, you will ensure that your Unit and fellow Soldiers are well supplied and equipped for any mission. In this role, your keen eye and management ability (more...) Company: Army National Guard Location: Alliance Posted on: 01/19/2021 Unit Manager- RN Description: Job DescriptionDescription ManorCare Health Services- Parma, OH has a Unit Manager Opening HCR ManorCare provides a range of services, including skilled nursing care, assisted living, post-acute medical (more...) Company: ManorCare Health Services Location: Cleveland Posted on: 01/19/2021 |